Perpetual Ltd
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Perpetual Ltd’s Bank of New York Mellon BNY Stock Holding History

Perpetual Ltd’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$666K Buy
4,608
+963
+26% +$151K 0.01% 271
2026
Q2 		$527K Sell
3,645
-232
-6% -$31.7K 0.01% 322
2026
Q1 		$460K Buy
3,877
+940
+32% +$112K 0.01% 324
2025
Q4 		$341K Buy
2,937
+927
+46% +$103K ﹤0.01% 360
2025
Q3 		$219K Sell
2,010
-461
-19% -$47K ﹤0.01% 391
2025
Q2 		$225K Sell
2,471
-9
-0.4% -$764 ﹤0.01% 405
2025
Q1 		$208K Sell
2,480
-1,394
-36% -$117K ﹤0.01% 406
2024
Q4 		$298K Hold
3,874
– – ﹤0.01% 372
2024
Q3 		$278K Hold
3,874
– – ﹤0.01% 373
2024
Q2 		$232K Sell
3,874
-2,395
-38% -$139K ﹤0.01% 405
2024
Q1 		$361K Buy
6,269
+121
+2% +$6.66K ﹤0.01% 377
2023
Q4 		$320K Sell
6,148
-1,522
-20% -$70.1K ﹤0.01% 378
2023
Q3 		$327K Buy
7,670
+1,262
+20% +$56.2K ﹤0.01% 397
2023
Q2 		$285K Buy
6,408
+80
+1% +$3.43K ﹤0.01% 433
2023
Q1 		$288K Buy
+6,328
New +$307K ﹤0.01% 450
2020
Q3 		$150K Buy
4,374
+970
+28% +$35.3K 0.01% 291
2020
Q2 		$132K Buy
+3,404
New +$125K 0.01% 217
2016
Q4 		– Sell
-28,315
Closed -$1.13M – 124
2016
Q3 		$1.13M Sell
28,315
-56,527
-67% -$2.26M 0.09% 158
2016
Q2 		$3.3M Buy
84,842
+3,993
+5% +$159K 0.33% 84
2016
Q1 		$2.98M Buy
80,849
+3,134
+4% +$114K 0.3% 86
2015
Q4 		$3.2M Sell
77,715
-24,084
-24% -$1.01M 0.36% 73
2015
Q3 		$3.98M Buy
101,799
+8,237
+9% +$342K 0.47% 58
2015
Q2 		$3.93M Hold
93,562
– – 0.45% 56
2015
Q1 		$3.76M Hold
93,562
– – 0.42% 64
2014
Q4 		$3.8M Buy
93,562
+5,002
+6% +$196K 0.45% 81
2014
Q3 		$3.43M Sell
88,560
-21,316
-19% -$829K 0.37% 85
2014
Q2 		$4.12M Buy
109,876
+17,178
+19% +$594K 0.36% 73
2014
Q1 		$3.27M Buy
+92,698
New +$3.06M 0.48% 68

Other funds holding BNY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Perpetual Ltd's BNY Position: Q3 2026 in Review

Perpetual Ltd increased its Bank of New York Mellon (BNY) stake by 26% in Q3 2026, buying an estimated $151K and bringing the position to 4,608 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #271.

Perpetual Ltd first reported a position in BNY in Q1 2014 and has held it in 28 quarters since. The position peaked at $4.12M in Q2 2014. 1,068 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Perpetual Ltd held 4,608 shares of Bank of New York Mellon worth $666K as of Q3 2026.
  • Perpetual Ltd bought 963 Bank of New York Mellon shares in Q3 2026, an estimated $151K.
  • Bank of New York Mellon made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #271 holding.
  • Perpetual Ltd first reported a position in Bank of New York Mellon in Q1 2014 and has held it in 28 quarters since.
  • Perpetual Ltd's Bank of New York Mellon position peaked at $4.12M in Q2 2014.
  • 1,068 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.